Peasquare
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If I amend the 2024 return to report the excess roth contribution, would I also need to amend my state return?
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Thank you. I believe I understand. There is no Schedule 2 with my 2024 1040 return, so clearly no penalty was calculated then. If I understand you correctly, am...
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I did not receive a 1099-R for the 2024 contribution. I only received a form 5498. Can I still enter the contribution amount in the 1099-R section when amending...
Activity Feed for Peasquare
- Posted Re: Roth Excess Contribution on Retirement tax questions. 2 weeks ago
- Posted Re: Roth Excess Contribution on Retirement tax questions. 3 weeks ago
- Posted Re: Roth Excess Contribution on Retirement tax questions. 3 weeks ago
- Posted Roth Excess Contribution on Retirement tax questions. 3 weeks ago